Carter MacLean
Skilled Software Implementation Manager
- Role
- Project Manager at Carta
- Location
- American Fork, UT, US
- LinkedIn followers
- 500 followers
About Carter MacLean
Accomplished Implementations Manager with 4+ years of experience in SaaS platform…
Experience
Project Manager
Apr 2024 — Present · UT, US
Led client onboarding for Carta’s equity management software, managing 50+ simultaneous projects to ensure timely, high-quality setup and long-term client success- Built strong client relationships, delivering expert guidance on equity management and training clients on software functionality, fostering loyalty and high satisfaction scores (CSATs)- Migrated and validated complex client data using Excel and Carta’s onboarding tools, ensuring accuracy and compliance with private equity and capitalization requirements- Overhauled training process into engaging, practical program reducing ramp-up periods- Coordinated cross-functional inputs from clients and law firms, leveraging project management skills to streamline onboarding processes and meet deadlines- Enhanced onboarding efficiency by identifying and implementing process improvements, collaborating with product and engineering teams to optimize customer experience- Utilized CRM tools (Salesforce) and communication platforms to manage client interactions and track project progress- Demonstrated strong analytical and problem-solving skills, addressing client issues with diplomacy, tact, and poise under pressure to ensure seamless implementations- Developed and delivered tailored training content, empowering clients to effectively use Carta’s software for equity and cap table management- Worked cross-functionally within the delivery team, contributing to process enhancements, product improvements, and aligning with company goals to drive business value for clients- Applied knowledge of finance and accounting principles to support clients in navigating private equity and capitalization complexities
Skills
- Event Planning
- Public Speaking
- Nonprofits
- Social Media
- Analysis
- Team Building
- Leadership Development
- Coaching
- Customer Service
- Research
- Theology
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